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William Albert Brobson

Bankers Life Advisory Services, Inc.

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About William Albert Brobson

William Albert Brobson is an investment advisor representative registered with Bankers Life Advisory Services, Inc. William Brobson is also registered with the state of South Carolina as a broker-dealer and investment advisor. William has been in the securities industry since August 23, 2020. Bankers Life Advisory Services, Inc. is a financial services firm headquartered in Chicago, Illinois with approximately $1 billion to $10 billion in assets under management. The firm's advisory services include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. William Brobson works out of the Greenville, South Carolina branch office of Bankers Life Advisory Services, Inc.

Firm Information

William Brobson is currently registered with Bankers Life Advisory Services, Inc.. Bankers Life Advisory Services, Inc. is a Chicago, IL-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides financial planning, educational seminars, and portfolio management for individuals and pension and profit-sharing plans. They also offer selection of other advisors and participate in wrap fee programs.
Bankers Life Advisory Services, Inc.

303 E. WACKER DRIVE

CHICAGO, IL 60601

$1.49B

Assets Under Management

Not reported

Total Clients

409

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Non-discretionary investment consulting services

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William Brobson’s Registration & Firm History

IL

11/03/2020 - Present

Bankers Life Advisory Services, Inc. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/25/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for William Albert Brobson. Review regulatory record here.
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